We’ve added a few new features to our Club Tool to make your life easier. As always, we have YOU to thank for these new features. Your feedback makes us a better company, so thank you for continuing to share your thoughts and ideas with us here at PlanHero.
New Member Bulk Upload
Rather than entering your new member information one-by-one, you can now use our Bulk Upload feature to upload a large number of new member information at once.
- Click the Members tab
- Click Add Members (NOTE: If you’ve already added some members, click on QUICK ADD to reach the Bulk Upload feature)
- Click on +Add Members in Bulk
- Paste names and email addresses separated by commas into the field
- Check the box to verify you have added only members who are 13 years of age of older
- Check the box if you want to Invite the members to join now (when you click the Save Members button). If you want to invite them later, then do not check the box. You can invite them later under the Pending tab under the Members tab.
- Click the Save members button
Optional Date of Birth Field
If you are inviting adults to join a Club, you may not want to require that they populate the Date of Birth field. You can now disable this required field. After following the steps below, the Date of Birth field will not be displayed.
- Click on the Club Settings icon
- Uncheck the Make date of birth mandatory box
- Click the Save button
Optional Add Contacts
You may not want Club Members to add Contacts to their member profile. Why? Because the Contacts will have access to Club Events.
Here’s how to disable the ability for Members to add Contacts:
- Click on the Club Settings icon
- Uncheck the Allow member to add contacts box
- Click the Save button
Questions? Please reach out any time. We are happy to help!
